See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,522 | $138,065-72.1% | $123,544-68.8% | $135,375-71.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.23% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,564 | $5,151-30.8% | $4,628-23.0% | $4,779-25.4% |
| Participant deferral / active EE | $18,700 | $6,799+175.0% | $6,426+191.0% | $5,609+233.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |